FP&A Analyst

Charlotte, North Carolina

Bell & Associates, Inc.
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About the Role:

We are seeking a detail-oriented and analytical FP&A Analyst with a strong foundation in accounting to join our growing finance team. This hybrid role combines financial planning and analysis with accounting expertise to support strategic decision-making and ensure financial accuracy. The ideal candidate thrives in a fast-paced environment, enjoys solving complex problems, and is comfortable working cross-functionally.

Key Responsibilities:

  • Support the budgeting, forecasting, and long-term planning processes by working closely with business units and senior leadership.
  • Analyze financial performance by comparing actuals vs. forecast and providing actionable insights to drive business improvement.
  • Prepare and maintain complex financial models to support scenario analysis, profitability analysis, and strategic planning initiatives.
  • Develop monthly, quarterly, and annual reporting packages, including variance analysis, KPIs, and executive dashboards.
  • Partner with Accounting to ensure accurate financial reporting and support the monthly and quarterly close process.
  • Conduct ad hoc financial analysis to support strategic initiatives, capital investments, and operational improvements.
  • Assist in identifying trends, risks, and opportunities through in-depth analysis of financial and operational data.
  • Collaborate with cross-functional teams (e.g., Sales, Operations, HR) to support financial decision-making across the organization.
  • Assist with other accounting functions and serve as back up.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5+ years of relevant experience in FP&A, accounting, or a mix of both.
  • Strong understanding of financial statements and accounting principles (GAAP knowledge is a plus).
  • Advanced Excel skills and experience with financial modeling and data analysis.
  • Proficiency in financial software/tools such as NetSuite, Oracle, SAP, Adaptive Insights, or similar.
  • Strong analytical thinking and problem-solving skills, with attention to detail and accuracy.
  • Excellent communication and presentation skills with the ability to explain complex financial data to non-financial stakeholders.
  • Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment.

Preferred Experience:

  • Experience in a mid-sized or enterprise-level company.
  • Experience with business intelligence tools (e.g., Tableau, Power BI).
  • Background in manufacturing is a plus.

Date Posted: 28 April 2025
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